VGSNX vs. AIGYX
VGSNX (Vanguard Real Estate Index Fund Institutional Shares) and AIGYX (abrdn Realty Income & Growth Fund) are both REIT funds. Over the past 10 years, VGSNX returned 5.45%/yr vs 8.50%/yr for AIGYX. With a 0.98 correlation, they move nearly in lockstep. VGSNX charges 0.10%/yr vs 1.01%/yr for AIGYX.
Performance
VGSNX vs. AIGYX - Performance Comparison
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Returns By Period
In the year-to-date period, VGSNX achieves a 11.80% return, which is significantly lower than AIGYX's 18.01% return. Over the past 10 years, VGSNX has underperformed AIGYX with an annualized return of 5.45%, while AIGYX has yielded a comparatively higher 8.50% annualized return.
VGSNX
- 1D
- 1.32%
- 1M
- 1.13%
- YTD
- 11.80%
- 6M
- 11.40%
- 1Y
- 11.31%
- 3Y*
- 11.31%
- 5Y*
- 2.87%
- 10Y*
- 5.45%
AIGYX
- 1D
- 1.43%
- 1M
- 1.92%
- YTD
- 18.01%
- 6M
- 17.22%
- 1Y
- 21.24%
- 3Y*
- 14.72%
- 5Y*
- 9.15%
- 10Y*
- 8.50%
VGSNX vs. AIGYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VGSNX Vanguard Real Estate Index Fund Institutional Shares | 11.80% | 3.21% | 3.72% | 13.12% | -26.19% | 40.46% | -4.76% | 28.98% | -5.97% | 4.90% |
AIGYX abrdn Realty Income & Growth Fund | 18.01% | 4.20% | 9.61% | 13.34% | -24.99% | 62.09% | -6.59% | 27.80% | -7.59% | 8.52% |
Correlation
The correlation between VGSNX and AIGYX is 0.92, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.92 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.95 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.97 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.98 |
Correlation (All Time) Calculated using the full available price history since Dec 3, 2003 | 0.98 |
The correlation between VGSNX and AIGYX has been stable across timeframes, ranging from 0.92 to 0.98 - a consistent structural relationship.
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Return for Risk
VGSNX vs. AIGYX — Risk / Return Rank
VGSNX
AIGYX
VGSNX vs. AIGYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Real Estate Index Fund Institutional Shares (VGSNX) and abrdn Realty Income & Growth Fund (AIGYX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| VGSNX | AIGYX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.72 | ||
| Sortino ratioReturn per unit of downside risk | -0.88 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.27 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 1.41 | 2.78 | -1.37 |
| Martin ratioReturn relative to average drawdown | 4.40 | 9.40 | -5.00 |
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Drawdowns
VGSNX vs. AIGYX - Drawdown Comparison
The maximum VGSNX drawdown since its inception was -73.06%, smaller than the maximum AIGYX drawdown of -79.94%. Use the drawdown chart below to compare losses from any high point for VGSNX and AIGYX.
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Drawdown Indicators
| VGSNX | AIGYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.06% | -79.94% | +6.88% |
Max Drawdown (1Y)Largest decline over 1 year | -8.34% | -7.71% | -0.63% |
Max Drawdown (3Y)Largest decline over 3 years | -17.41% | -18.26% | +0.85% |
Max Drawdown (5Y)Largest decline over 5 years | -34.39% | -31.20% | -3.19% |
Max Drawdown (10Y)Largest decline over 10 years | -42.30% | -43.10% | +0.80% |
Current DrawdownCurrent decline from peak | -0.69% | 0.00% | -0.69% |
Average DrawdownAverage peak-to-trough decline | -13.26% | -12.40% | -0.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.66% | 2.28% | +0.38% |
Volatility
VGSNX vs. AIGYX - Volatility Comparison
The current volatility for Vanguard Real Estate Index Fund Institutional Shares (VGSNX) is 5.18%, while abrdn Realty Income & Growth Fund (AIGYX) has a volatility of 5.57%. This indicates that VGSNX experiences smaller price fluctuations and is considered to be less risky than AIGYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VGSNX | AIGYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.18% | 5.57% | -0.39% |
Volatility (6M)Calculated over the trailing 6-month period | 10.20% | 10.46% | -0.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.84% | 13.72% | +0.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.93% | 20.75% | -1.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.95% | 21.99% | -1.04% |
VGSNX vs. AIGYX - Expense Ratio Comparison
VGSNX has a 0.10% expense ratio, which is lower than AIGYX's 1.01% expense ratio.
Dividends
VGSNX vs. AIGYX - Dividend Comparison
VGSNX's dividend yield for the trailing twelve months is around 3.58%, less than AIGYX's 6.79% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIGYX abrdn Realty Income & Growth Fund | 6.79% | 8.43% | 12.69% | 4.01% | 8.97% | 27.57% | 16.28% | 18.30% | 49.34% | 5.85% | 5.48% | 4.69% |
VGSNX Vanguard Real Estate Index Fund Institutional Shares | 3.58% | 3.94% | 3.87% | 3.93% | 3.94% | 2.57% | 3.95% | 3.40% | 4.75% | 4.26% | 4.84% | 3.94% |
Frequently Asked Questions
With a correlation of 0.92, VGSNX and AIGYX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
AIGYX has higher volatility (5.57%) compared to VGSNX (5.18%). In terms of maximum drawdown, VGSNX dropped -73.06% vs AIGYX's -79.94%.
AIGYX currently has the higher Sharpe Ratio (1.57 vs 0.85), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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